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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Street Corporation | Boston | MA | 06/2016 | 03/2017 |
| Philips North America | Andover | MA | 04/2017 | 04/2018 |
| Silicon Valley Bank | Newton | MA | 05/2018 | 09/2023 |
| Svb Wealth Advisory Inc. | Newton | MA | 05/2018 | 06/2022 |
| Svb Wealth Llc | Newton | MA | 06/2022 | 09/2023 |
| Svb Investment Services Inc | Newton | MA | 06/2022 | 09/2023 |
| Lpl Financial Llc | Boston | MA | 06/2025 | Present |
| Leed Construction, Llc | Waltham | MA | 09/2023 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-07-25 |
| S65 | Uniform Investment Adviser Law Examination | 2018-11-21 |
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